Organizing Your Dashboard

If you need to change the name of any dashboard simply mouse over the dashboard’s name in the title bar then click the pencil icon make the changes.  After editing, hit Enter or click the checkmark icon to save changes. To undo changes, before saving, click the rewind arrow icon and the name will revert to the original.

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To delete a dashboard, select it from the dashboard menu then hover over the dashboard’s title in the menu bar area, then click the ‘X’ symbol beside the name.  You will be prompted for confirmation before the dashboard is deleted. Note that changes are final and once deleted, a dashboard cannot be restored. 

Moving Panels

Panels on a dashboard can be easily moved from side-to-side or top-to-bottom so you can see what you need to see first.

To move a panel:  mouse over the panel’s title area until you see mouse pointer change to the four-way ‘move’ pointer. Click and drag the panel to its new location.

 

Resize Panels

Resize panels on your dashboard to organize them in a way that makes the most sense to you.

To resize a panel: move the mouse to the far right bottom corner until the diagonal ‘resize’ pointer appears. Click and drag to resize.

 

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Share a Public Dashboard

Dashboards can be shared outside of the internal team by using public URLs. This allows external users to review the dashboard metrics, while restricting access to changing panels and configurations.

To share a dashboard:

  1. Navigate to the Dashboards tab.
  2. Select the dashboard from the left hand panel.
  3. Select the Settings (gear) icon and click Share.
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  4. Toggle the Share Public URL slider to reveal the custom public URL.
  5. Copy the public URL to share it.
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